• APLE – Apple Hospitality REIT. Pass.
• BL – Blackline. Looking at 10% per month. I like it.
• CCO – Clear Channel Outdoor Holdings. I like the price at $1.80. The 5Y shows the downward stepping death. The last 3 months have been good at 83.67%. I will pass.
• CWK – Cushman & Wakefield. Real Estate. Commercial. No.
• EB – Eventbrite. Online ticketing, event hosting, organization, promotion and advertising. Covid. No thanks.
• MFA – MFA Financial. Real Estate. Looks like it would love to get back to $7.00 from its current $3.96.
• MSGN – MSG Networks. I don’t see why this one can’t be $20.
• RP – RealPage. It ran from 2016 to 2018. It has been sideways since. I will pass. If it goes on a bit of a run, then maybe.
• SDC – SmileDirectClub. Dental. IPO at $20.55. Hasn’t made it back to that mark yet. It needs another 33% to get there. Dental has suffered due to Covid. Get it ahead of the reopening and you may be rewarded.
• STX – Seagate Technology. I like the company, but not its charts. It’s a roller over 5Y. Other companies will produce much more quickly.
• TTD – Trade Desk. It got on a run late in 2020, but has faltered since then.

Sells

• ADNT
• AIMC
• AL
• CSTM
• FEYE
• ITRI
• SABR
• SEM
• SID
• TX
• XPO

The post Buys and Sells for 2021-01-27 appeared first on Calico Fund.

ARWR – This one is a possibility. It is nearly up 4x since the market low on March 18, 2020.
BEAT – I really do not like that set of charts.
CBRE – I am not a fan of commercial real estate due to COVID.
IIPR – It has been really stalled the last month, but the 1Y looks good at 136%
JLL – This is another commercial real estate play. It’s not for me. The charts tell you everything you need to know.
JOE – Another real estate company. The 3M and 1Y charts are good. I’m not not comfortable with these right now.
MRNA – It’s up to you. Pharma.
SVC – Real estate and travel. Not right now for me.

Sells

CAE
DIS
EDIT
RCKT
RP

The post Buys and Sells for 2021-01-21 appeared first on Calico Fund.